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野村:續看好中國工程機械板塊 建議買中聯重科H股
格隆匯 08-12 12:54

野村發表研究報告,維持看好中國工程機械板塊,預期今年全年中國工程機械的需求強勁,因為受今年上半年工程延遲影響,基建和房地產項目將需要趕進度,相信中國政府將加快基建及房地產建設。該行繼續建議買入中聯重科H股及三一重工,目標價分別維持於9.8港元及25元人民幣。

野村續指,根據中國工程機械工業協會的數據,今年7月的整體挖土機出貨量按年增長55%,野村表示,雖然今年7月的付運量增速較6月及5月低,但相信僅受週期因素影響,並不顯示相關需求下降。

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